RF
CAIE

Roxbury Financial’s Calamos Autocallable Income ETF CAIE Stock Holding History

Roxbury Financial’s Portfolio CAIE Stock Details CAIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.5K Hold
2,920
– – 0.06% 164
2026
Q1 		$73.4K Buy
+2,920
New +$76.9K 0.07% 158

Other funds holding CAIE

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Roxbury Financial's CAIE Position: Q2 2026 in Review

Roxbury Financial held its Calamos Autocallable Income ETF (CAIE) position steady in Q2 2026 at 2,920 shares worth $79.5K. The position accounts for 0.06% of the portfolio, ranked #164.

Roxbury Financial first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Roxbury Financial held 2,920 shares of Calamos Autocallable Income ETF worth $79.5K as of Q2 2026.
  • Roxbury Financial left its Calamos Autocallable Income ETF share count unchanged in Q2 2026.
  • Calamos Autocallable Income ETF made up 0.06% of Roxbury Financial's portfolio in Q2 2026, its #164 holding.
  • Roxbury Financial first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.